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JOEL BATEMAN

Joel joined the Fennell West team as an Associate Adviser in June 2017.

He has completed a Diploma of Accounting, a Diploma of Financial Planning and then an Advanced Diploma of Financial Planning.

Following this he completed Bachelor of Commerce Majoring in Financial Planning through Deakin and finalised his industry required Professional Year.

Joel advises predominantly out of the Warrnambool and Camperdown offices but is happy to travel or take meetings through online means as if necessary.

Joel is passionate about helping people and assisting them in meeting their financial goals.

He enjoys helping provide clients with clarity and confidence around decisions about their financial future.

He is thrilled to be part of the Fennell West team and looking to grow and build connections within his local community.

Joel is married to Emma and has a young son Hamish.

He loves sport, particularly the US sports like NBA, NFL, Baseball and Ice hockey, as well as AFL and Cricket.

Joel says the best piece of advice he has received is “buy a plunger before you need a plunger.”

AREAS OF EXPERTISE

  • Financial Planning
  • Cash Flow & Debit Management
  • Retirement Planning
  • Wealth Creation & Growth

EDUCATION

  • Camperdown College
  • Diploma of Accounting
  • Diploma of Financial Planning
  • Advanced Diploma of Financial Planning
  • Bachelor of Commerce (Financial Planning)

 

CONTACT JOEL

If you’d like to organise an appointment with Joel, please start by completing the form:






    *Required

    JOEL BATEMAN

    Joel joined the Fennell West team as an Associate Adviser in June 2017.

    Joel had previously completed a Diploma of Accounting and decided he needed a career change and completed a Diploma of Financial Planning in 2015-16. Joel is now studying a Bachelor of Commerce with Deakin University while also completing the Advanced Diploma of Financial Planning in 2018.

    Joel says the best piece of advice he has received is “buy a plunger before you need a plunger.”

    AREAS OF EXPERTISE

    • Financial Planning
    • Cash Flow
    • Family & Asset Protection
    • Wealth Creation & Growth

    EDUCATION

    • Camperdown College
    • Diploma of Financial Planning
    • Diploma of Accounting

     

    CONTACT JOEL

    If you’d like to organise an appointment with Joel, please start by completing the form:






      *Required

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